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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

PFD holding history

Flaherty & Crumrine Preferred & Income Fund Inc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFD overviewAll 13F holders of PFDFull Q2 2026 holdings

Shares (Q2 2026)
17,297
Value
$201.2K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PFD by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,297$201.2K<0.1%−2,592−13.0%ReducedHolders
Q1 202619,889$222.4K<0.1%+19,889NewHolders